EQTIX
Price
$17.51
Change
+$0.10 (+0.57%)
Updated
Jan 17 closing price
Net Assets
852.4M
SCCUX
Price
$11.06
Change
+$0.07 (+0.64%)
Updated
Jan 17 closing price
Net Assets
190.15M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$17.51
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets852.4M
Invesco Income Advantage U.S. Fund C
Price$11.06
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets190.15M
EQTIX vs SCCUX Comparison Chart
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EQTIX vs. SCCUX commentary
Jan 19, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a Hold and SCCUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 852M vs. SCCUX (190M). EQTIX pays higher dividends than SCCUX: EQTIX (8.27) vs SCCUX (5.56). EQTIX was incepted earlier than SCCUX: EQTIX (28 years) vs SCCUX (19 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SCCUX (46.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX (18.30) and EQTIX (18.23) have marching annual gain over last year. EQTIX return over 5 years is better than : 36.36 vs. SCCUX (22.21).
EQTIXSCCUXEQTIX / SCCUX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD1.4571.82880%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets852M190M448%
Annual Yield % from dividends8.275.56149%
Returns for 1 year18.2318.30100%
Returns for 3 years24.9122.54110%
Returns for 5 years36.3622.21164%
Returns for 10 years14.5732.1645%
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